ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$613K 0.01%
+27,730
452
$589K 0.01%
5,404
+889
453
$550K 0.01%
+28,121
454
$523K 0.01%
+13,648
455
$523K 0.01%
+24,363
456
$516K 0.01%
101,084
-32,468
457
$507K 0.01%
+27,177
458
$501K 0.01%
+19,620
459
$492K 0.01%
426
-11
460
$484K 0.01%
4,033
-62,801
461
$466K 0.01%
+3,757
462
$435K 0.01%
5,407
463
$429K 0.01%
24,342
-612
464
$411K 0.01%
+12,313
465
$402K 0.01%
+2,727
466
$395K 0.01%
13,068
-20,790
467
$372K 0.01%
7,584
+2,307
468
$370K 0.01%
+10,210
469
$369K 0.01%
2,377
+6
470
$353K 0.01%
+5,234
471
$346K 0.01%
6,668
-6,352
472
$343K 0.01%
+6,849
473
$333K 0.01%
+5,562
474
$321K 0.01%
+18,026
475
$303K 0.01%
+2,881
17 18
19
20 21